Estate Expectations

Ep. 8 - Maximizing Family Time: A Holistic Approach to Financial Planning

Join Elisabeth and her guest Isabelle Roethe, CFP®️ of Desert Wealth Management as we explore a holistic approach to financial planning, blending health, wealth, and a higher purpose. From cracking the code on the health-wealth connection to addressing unique challenges for the younger generation, we're here with strategies, resources, and real talk. Discover the deeper motivations behind your financial goals, align with your values, and take a stroll through the financial planning process. Plus, buckle up for a crash course in investment basics and the fascinating world of behavioral finance. It's not just about the dollars – it's about creating a life that maximizes family time. You can contact Isabelle at www.desertweath.net [https://www.desertweath.net], IG @isabelle.the.advisor [https://www.instagram.com/isabelle.the.advisor] and subscribe to her podcast "The Financial Wealth + Health Podcast."

Ep. 7 - Estate Planning for High Net Worth Clients with Guest Attorney, Julia Cronin

In this insightful episode, we're privileged to be joined by Julia Cronin, whose legal journey began in litigation. With over a decade of experience litigating multi-million-dollar disputes for mid-size to Fortune 100 companies, Julia brings a wealth of knowledge to high net worth estate planning. We delve into defining high net worth, exploring tax planning intricacies, and navigating complex family dynamics. Julia's extensive background in breach of contract, business torts, and global antitrust investigations provides a unique perspective on crafting tailored strategies. From her high-profile law firm in Washington, D.C., to her current role protecting businesses and families, Ms. Cronin's sharp legal acumen is focused on achieving success and securing peace of mind. Licensed in CA, CO, SD, D.C., and WY, Julia offers a holistic approach to estate planning. Don't miss this episode as we unravel the complexities of high net worth estate planning, providing practical insights and solutions for businesses and families. Tune in to Estate Expectations for an enriching conversation that goes beyond the basics. Visit Julia's website at https://croninlawoffice.com/ [https://croninlawoffice.com/] for more information. As always, you can find Mindful Counsel on IG @mindfulcounsel [https://mindfulcounsel] and reach out to us at support@themindfulcounsel.com

Ep. 6 - "Strength, Hope, and Unexpected Turns: A Chat with Dr. D. James Pickle" Part 2

In Episode 6, Part 2, we're diving into something really personal and special. Join us for a heart-to-heart with Dr. D. James Pickle, my amazing husband and a rockstar Doctor of Physical Therapy who's facing the unexpected challenge of stage 5 renal failure. It's a journey of strength, resilience, and hope. We'll get real about the twists life throws at us and how important it is to be prepared, especially when it comes to estate planning. Dr. Pickle's story is not just about health—it's a lesson in facing the unknown with courage. Tune in for an emotional and uplifting episode where we explore the real-life importance of estate planning and the decisions, we all need to make to secure our futures. This one's from the heart, and we can't wait to share it with you on Estate Expectations. If you would like to have our free resource the "Mindful Estate Planning Workbook" to help you navigate the questions and concerns you have about preparing for your last wishes and creating generational wealth, you can grab it here: https://themindfulcounsel.com/estate-plan-connect Don't forget to follow us on IG @mindfulcounsel and reach out to us at support@themindfulcounsel.com with any questions or show topic ideas.

Ep. 5 - "Strength, Hope, and Unexpected Turns: A Chat with Dr. D. James Pickle" Part 1

In Episode 5, Part 1, we're diving into something really personal and special. Join us for a heart-to-heart with Dr. D. James Pickle, my amazing husband and a rockstar Doctor of Physical Therapy who's facing the unexpected challenge of stage 5 renal failure. It's a journey of strength, resilience, and hope. We'll get real about the twists life throws at us and how important it is to be prepared, especially when it comes to estate planning. Dr. Pickle's story is not just about health—it's a lesson in facing the unknown with courage. Tune in for an emotional and uplifting episode where we explore the real-life importance of estate planning and the decisions, we all need to make to secure our futures. This one's from the heart, and we can't wait to share it with you on Estate Expectations. If you would like to have our free resource the "Mindful Estate Planning Workbook" to help you navigate the questions and concerns you have about preparing for your last wishes and creating generational wealth, you can grab it here: https://themindfulcounsel.com/estate-plan-connect [https://themindfulcounsel.com/estate-plan-connect] Don't forget to follow us on IG @mindfulcounsel and reach out to us at support@themindfulcounsel.com with any questions or show topic ideas.

Ep. 4 - Paws and Plans: Estate Planning and Pet Trusts for Our Beloved Companions

In Episode 4, we turn our attention to our furry friends and explore "Paws and Plans." Discover the importance of including your pets in your estate planning, understanding pet trusts, and the role of animal rescue facilities in legacy planning. Our guest speaker, Lana Shapiro, the Director of Development and Marketing at Foothills Animal Rescue, shares invaluable insights on ensuring your pets are well-cared for when you're no longer there. Learn how to create a pet trust step by step, navigate the legal considerations, and hear heartwarming real-life stories of successful pet legacy planning. Whether you have a dog, cat, or any beloved companion, join us as we ensure their future security on Estate Expectations! You can reach Lana at lana.shapiro@foothillsanimal.org [lana.shapiro@foothillsanimal.org] and www.foothillsanimal.org [https://www.foothillsanimal.org]. Follow us on IG https://www.instagram.com/mindfulcounsel [https://www.instagram.com/mindfulcounsel]. Check out our services at https://themindfulcounsel.com [https://themindfulcounsel.com]; and submit your questions and requested podcast topics to support@themindfulcounsel.com. [support@themindfulcounsel.com]